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Issuing a SO CM against an invoice paid with a Credit Card

  • 1.  Issuing a SO CM against an invoice paid with a Credit Card

    Posted 12-29-2022 14:06
    Is it possible to issue a credit memo against an invoice paid with a credit card (via Paya)?  Customer paid with CC when the invoice was issued (NOT received on account).  A week later, they are returning a line item.  The last I looked at this (been eons) was this was possible if you associated the CM with the original invoice.  I tried yesterday (v2022) with a CM and the payment type fields on tab 4 were greyed out.  Is this possible or does one have to go to the payment portal?

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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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